Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding TIAA Traditional Fully-Benefit Responsive in their Schedule of Assets, totaling $27.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RIDER UNIVERSITY RIDER UNIVERSITY TAX DEFERRED ANNUITY PLAN | LAWRENCEVILLE NJ | 755 | $103.1M | $13.9M |
| 2 | HOBART AND WILLIAM SMITH COLLEGES HOBART AND WILLIAM SMITH COLLEGES RETIREMENT PLAN | GENEVA NY | 651 | $240.5M | $4.7M |
| 3 | THE GOVERNING COMMITTEE OF THE PALMETTO ASSOCIATION OF INDEPENDENT SCH |
GREENVILLE SC |
| 807 |
| $97.3M |
| $3.5M |
| 4 | CHARLOTTE COUNTRY DAY SCHOOL CHARLOTTE COUNTRY DAY SCHOOL RETIREMENT PLAN | CHARLOTTE NC | 427 | $91.0M | $2.9M |
| 5 | THE BROWNING SCHOOL THE BROWNING SCHOOL 403(B) PLAN | NEW YORK NY | 194 | $45.0M | $1.3M |
| 6 | GEMMA SERVICES GEMMA SERVICES 403B PLAN | PLYMOUTH MEETING PA | 491 | $18.3M | $644K |
| 7 | RIDER UNIVERSITY RIDER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LAWRENCEVILLE NJ | 935 | $314.5M | $581K |